Series 7 & 63 Licensed Account Specialist

Company: VirtualVocations
Location: Vista
Posted on: May 13, 2025

Job Description:

A company is looking for an Account Protection Specialist (Remote).
Key Responsibilities

Access systems and document steps taken to efficiently service customers
Communicate professionally with customers and cross-functional teams regarding fraud and financial crimes prevention
Review documentation for validity and participate in projects to enhance customer and fraud experience

Required Qualifications

Experience in customer experience, operations, and risk management
Background in fraud prevention
Proficient in Microsoft Office/Google Apps
Ability to multi-task in a fast-paced environment
Experience in Financial Services, FinTech, or related fields is a plus

Keywords: VirtualVocations, Florence-Graham , Series 7 & 63 Licensed Account Specialist, Other , Vista, California

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